Service Programs



At Parkshore Wealth Management, we think of ourselves as the architects of your financial future. Our job is to take the various pieces of your financial life and put them together in a way that works for you. We invest our time and knowledge so that we can construct financial strategies that benefit you over the long term.

“Wealth is the ability to fully experience life.”

— Henry David Thoreau

Three Service Programs to Meet You Where You Are

We have designed our service programs to meet your needs throughout the stages of your life. You choose the program that offers the service and advice you need now, and as your needs change, so can your program.

Wealth Choice

Wealth Choice gives you the advice of a professional on your chosen subject. Depending on the module you select, we will meet with you one to two times. We will learn about your concerns and provide recommendations, including timelines, referrals, and account assistance to help you take action.

Wealth Builder

Wealth Builder is particularly appropriate for young professionals who are building their wealth. Our online investment management service will manage your portfolio, emphasizing low fees so you can keep more of your money and help increase your returns. In addition, you can take advantage of the financial modules in our Wealth Choice program at a reduced rate.

Wealth Management

You may find that as your life evolves, so does your financial complexity. We provide our Wealth Management program for individuals and families who seek comprehensive wealth management and a team to implement their plan for them. We provide financial and investment strategies to achieve your goals over the long term.

Schedule a Complimentary Phone Call


With our Wealth Choice and Wealth Builder programs, you select the modules you need when you need them. You will receive the recommendations of a CERTIFIED FINANCIAL PLANNER™ professional and the timelines, referrals, resources, and assistance to implement your strategies.


  • Insurance analysis
  • 401(k) review
  • Tax preparation, projection, and strategy
  • Estate plan review
  • Portfolio analysis
  • Financial plans—simple and complex
  • Answers to your specific financial questions
  • Special projects—advice for short-term goals


When you are ready for our Wealth Management service, you will receive a complete financial blueprint for your life. By providing a rich array of services under one roof, we help you simplify both your finances and your life while creating a better plan for your future.


  • Personal, fee-only financial planning
  • Tax planning and preparation
  • Cash flow planning and management
  • Investment policy statements
  • Retirement, tax and estate planning strategies
  • Asset allocation model construction
  • Disciplined portfolio management
  • Retirement plan rollover guidance
  • Advice about stock options
  • Second opinion on your current investment portfolio or financial plan
  • Resources on many other financial subjects to promote financial wellness

Schedule a Complimentary Phone Call

Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.